Services

Tenant-level billable services catalog management. Provides CRUD operations with filtering by category, client type, archived status, and search terms. Includes library access for creating services from templates, AI-powered service generation from service names (generates description and pricing), pricing factor generation for existing services, and creating services from library templates with optional property overrides.

GET List BillableServices
Lists all BillableServices for the given tenant.
/tenants/{tenant}/services
POST Create BillableService
Creates a new BillableService for the specified tenant.
/tenants/{tenant}/services
GET Get BillableService
Gets a BillableService for the specified tenant.
/tenants/{tenant}/services/{code}
PUT Update BillableService
Updates a BillableService for the specified tenant.
/tenants/{tenant}/services/{code}
DELETE Delete BillableService
Deletes a BillableService for the specified tenant.
/tenants/{tenant}/services/{code}
GET List Library BillableServices
List all BillableServices available in the library as templates. Use optional 'search' query parameter to filter by Code, Name, or Description.
/tenants/{tenant}/services/library
GET Get Library BillableService
Get details of a specific BillableService template from the library
/tenants/{tenant}/services/library/{code}
PUT Revert BillableService to Library
Reverts the BillableService to the current library template version, overwriting any local edits. The BillableService's code is preserved so it remain...
/tenants/{tenant}/services/{code}/library-version
POST Import Services from Library
Creates one or more BillableServices for the tenant based on library templates.
/tenants/{tenant}/services/library/import
POST Generate Service
Generates a complete BillableService DTO with AI-generated content based on the service name
/tenants/{tenant}/services/generate
POST Generate Pricing Factors
Generates pricing factor questions and options for an existing service using AI
/tenants/{tenant}/services/{code}/generatefactors
GET Get Required Client Fields for Service
Returns client fields that are required by recurring tasks linked to this service.
/tenants/{tenant}/services/{code}/required-client-fields